News

Pay Check

Sometimes, tracking your income can be the hardest part of serving the retirement plan market

Buddy System

Retirement plan relationships are evolving from a casual give-and-take toward something more formal

Now What?

Pension reforms pose opportunities, threats for advisers

Will ETFs Catch On With 401(k) Plans?

The most alluring feature of ETF-based retirement accounts is their cost advantage. Darwin Abrahamson, CEO of Invest n Retire in Portland, Oregon, and a 401(k) innovator, contends he...

SAR Steps

If you administer a plan with over 100 participants, the deadline is approaching for providing those participants with one of the required documents, a Summary Annual Report (SAR).

Beware the Ides of March

In 44 B.C. a soothsayer advised Julius Caesar to "Beware the Ides of March." It's an admonition that can still apply to 401(k) plan administration today when it...

Are You A Fiduciary?

"Fiduciary" is a word that is generally used in the company of ominous terms like "responsibility" or "liability." But is it a word that describes your role, and...

Retirement Spending Patterns Vary

A recent study, "Spending and Investing in Retirement" by LIMRA and the Society of Actuaries offers insight into how people determine they are ready to retire and how...